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Wealthcare Advisory Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wealthcare Advisory Partners LLC
报告期 2026-03-31 · CIK 0001683059
持仓数
1,073
前50大市值合计
$2.77B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 7
增持 100
减持 41
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SERIES TRUST
+$23.9M
4,294,814
-0%
增持
PYLD
PIMCO ETF TR
+$17.0M
730,390
+643%
增持
SPTM
SPDR SERIES TRUST
+$16.8M
2,625,535
+1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
FTSD
FRANKLIN ETF TR
-$15.9M
5,048
-97%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$14.0M
1,144,036
+33%
增持
SGOV
ISHARES TR
+$12.2M
152,093
+384%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$11.6M
480,464
+2464%
减持
NVDA
NVIDIA CORPORATION
+$11.4M
426,152
-1%
减持
TBIL
RBB FD INC
-$11.4M
97,573
-70%
减持
AAPL
APPLE INC
+$10.9M
224,053
-0%
增持
VOO
VANGUARD INDEX FDS
+$10.2M
151,389
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$9.5M
315,585
+31%
增持
GLDM
WORLD GOLD TR
+$8.6M
158,628
+194%
减持
SPY
SPDR S&P 500 ETF TR
+$8.2M
173,679
-0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$7.6M
69,674
+65%
增持
DFAC
DIMENSIONAL ETF TRUST
+$7.4M
1,519,111
+6%
减持
USFR
WISDOMTREE TR
-$7.3M
298,782
-33%
建仓
CAIE
CALAMOS ETF TR
+$6.9M
251,545
增持
SPSM
SPDR SERIES TRUST
+$6.7M
1,643,666
+1%
增持
SMMD
ISHARES TR
+$6.3M
250,410
+39%
增持
SPDW
SPDR INDEX SHS FDS
+$6.1M
1,265,635
+7%
增持
MUB
ISHARES TR
+$6.0M
466,899
+11%
减持
VTI
VANGUARD INDEX FDS
+$5.9M
366,582
-3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.9M
1,439,111
+9%
减持
DFUS
DIMENSIONAL ETF TRUST
-$5.4M
78,748
-52%
增持
IEF
ISHARES TR
+$5.3M
686,121
+8%
减持
ACIO
ETF SER SOLUTIONS
-$4.8M
154,017
-44%
建仓
TMFC
RBB FD INC
+$4.8M
67,363
增持
SPMD
SPDR SERIES TRUST
+$4.7M
1,063,336
+3%
增持
NTSX
WISDOMTREE TR
+$4.7M
941,315
+2%
增持
GOOGL
ALPHABET INC
+$4.4M
62,589
+2%
增持
STIP
ISHARES TR
+$4.4M
1,061,967
+4%
增持
SCHP
SCHWAB STRATEGIC TR
+$4.3M
1,289,930
+13%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$4.2M
496,717
+28%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.1M
492,489
-27%
增持
WINN
HARBOR ETF TRUST
+$4.1M
373,897
+44%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$4.0M
969,294
+2%
增持
IVV
ISHARES TR
+$4.0M
65,195
+2%
减持
SPYV
SPDR SERIES TRUST
-$3.8M
174,288
-32%
减持
IJH
ISHARES TR
-$3.7M
319,863
-19%
增持
SPAB
SPDR SERIES TRUST
+$3.6M
2,502,698
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.5M
1,563,992
+6%
减持
BILS
SPDR SERIES TRUST
-$3.5M
53,384
-40%
增持
DBEF
DBX ETF TR
+$3.3M
733,543
+4%
增持
IJR
ISHARES TR
+$3.2M
248,145
+3%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$3.1M
54,942
+76%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$3.0M
257,091
+25%
减持
ALAB
ASTERA LABS INC
+$3.0M
28,873
-1%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$2.9M
6,462
-84%
增持
TSLA
TESLA INC
+$2.9M
21,308
+3%
增持
AVGO
BROADCOM INC
+$2.8M
48,556
+1%
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.6M
6,927
-93%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$2.6M
505,526
+4%
增持
ORCL
ORACLE CORP
+$2.6M
40,616
+1%
增持
IUSG
ISHARES TR
+$2.6M
40,927
+47%
增持
JNJ
JOHNSON & JOHNSON
+$2.5M
72,290
+1%
增持
SPYG
SPDR SERIES TRUST
+$2.4M
116,826
+14%
增持
IEFA
ISHARES TR
+$2.4M
84,644
+42%
增持
AGG
ISHARES TR
+$2.4M
418,656
+5%
减持
GOOG
ALPHABET INC
+$2.3M
40,166
-5%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$2.3M
1,077,907
+11%
增持
MSFT
MICROSOFT CORP
+$2.2M
96,001
+0%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$2.2M
308,326
+14%
增持
ABBV
ABBVIE INC
+$2.2M
46,312
+1%
减持
VHT
VANGUARD WORLD FD
-$2.1M
7,799
-53%
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$2.1M
72,883
+17%
增持
COWZ
PACER FDS TR
+$2.0M
550,402
+3%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$2.0M
67,958
+29%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$2.0M
6,486
-64%
减持
BIL
SPDR SERIES TRUST
-$1.9M
68,794
-24%
增持
JSI
JANUS DETROIT STR TR
+$1.9M
93,259
+67%
增持
GLD
SPDR GOLD TR
+$1.9M
26,783
+7%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.9M
516,607
+18%
增持
XT
ISHARES TR
+$1.9M
247,147
+1%
增持
CAOS
EA SERIES TRUST
+$1.9M
184,505
+12%
建仓
FMDE
FIDELITY COVINGTON TRUST
+$1.9M
51,476
增持
SLV
ISHARES SILVER TR
+$1.8M
125,818
+16%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$1.8M
34,076
减持
LRCX
LAM RESEARCH CORP
+$1.7M
52,881
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.7M
112,262
+2%
增持
AVXC
AMERICAN CENTY ETF TR
+$1.7M
96,208
+35%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$1.7M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$1.7M
35,664
+2%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.7M
187,916
+3%
增持
MOAT
VANECK ETF TRUST
+$1.7M
211,306
+3%
增持
EFA
ISHARES TR
+$1.7M
118,316
+13%
增持
RWR
SPDR SERIES TRUST
+$1.7M
57,268
+36%
减持
IWY
ISHARES TR
+$1.6M
78,616
-2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.6M
739,834
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.6M
84,433
-27%
增持
XLK
SELECT SECTOR SPDR TR
+$1.6M
39,086
+5%
增持
—
EXXON MOBIL CORP
+$1.6M
117,736
+9%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.6M
217,559
+17%
增持
DIVO
AMPLIFY ETF TR
+$1.6M
108,814
+42%
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
55,992
+1%
增持
MGV
VANGUARD WORLD FD
+$1.6M
153,458
+3%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.5M
134,722
+12%
增持
—
ASTRAZENECA PLC
+$1.5M
23,126
+558%
减持
SCZ
ISHARES TR
+$1.5M
393,932
-0%
增持
HD
HOME DEPOT INC
+$1.5M
38,143
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.5M
84,245
-12%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.5M
23,378
+81%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.5M
514,016
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.5M
31,188
+1%
增持
IXUS
ISHARES TR
+$1.5M
66,606
+28%
减持
TFI
SPDR SERIES TRUST
-$1.5M
586,785
-7%
减持
ULST
SSGA ACTIVE ETF TR
-$1.5M
12,278
-74%
减持
JPEF
J P MORGAN EXCHANGE TRADED F
-$1.4M
4,300
-83%
增持
IBDU
ISHARES TR
+$1.4M
1,115,830
+5%
增持
VTV
VANGUARD INDEX FDS
+$1.4M
122,997
+1%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$1.4M
211,087
+8%
减持
CAT
CATERPILLAR INC
+$1.3M
15,273
-0%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$1.3M
303,015
+8%
增持
EMXC
ISHARES INC
+$1.2M
223,942
+2%
减持
OBIL
RBB FD INC
-$1.2M
33,851
-42%
减持
SMH
VANECK ETF TRUST
+$1.2M
27,201
-1%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.2M
29,255
+48%
减持
BIBL
NORTHERN LTS FD TR IV
-$1.2M
7,102
-81%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.2M
43,108
+95%
减持
GDE
WISDOMTREE TR
+$1.2M
155,134
-6%
增持
FSK
FS KKR CAP CORP
-$1.2M
266,999
+8%
增持
BALT
INNOVATOR ETFS TRUST
+$1.2M
491,952
+5%
增持
DRSK
ETF SER SOLUTIONS
+$1.1M
375,840
+11%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.1M
47,783
+41%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.1M
340,199
-1%
建仓
EVSM
MORGAN STANLEY ETF TRUST
+$1.1M
21,309
增持
IWF
ISHARES TR
+$1.1M
21,627
+1%
减持
EVSB
MORGAN STANLEY ETF TRUST
-$1.1M
20,905
-50%
增持
ANGL
VANECK ETF TRUST
+$1.1M
653,914
+4%
增持
DGRO
ISHARES TR
+$1.1M
78,301
+17%
增持
RSPN
INVESCO EXCHANGE TRADED FD T
+$1.0M
170,395
+7%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.0M
60,856
+0%
增持
VO
VANGUARD INDEX FDS
+$1.0M
55,509
+2%
建仓
ILDR
FIRST TR EXCHNG TRADED FD VI
+$995.0K
30,720
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$976.4K
271,610
+3%
增持
SUB
ISHARES TR
+$974.7K
58,023
+18%
增持
PAVE
GLOBAL X FDS
+$965.2K
209,140
+1%
减持
GLW
CORNING INC
+$929.0K
34,351
-4%
增持
VGT
VANGUARD WORLD FD
+$926.9K
9,781
+2%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$922.6K
44,923
+6%
清仓
OSCV
ETF SER SOLUTIONS
-$907.9K
0
-100%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$907.0K
82,535
+7%
减持
VYM
VANGUARD WHITEHALL FDS
+$889.3K
122,839
-0%
减持
MU
MICRON TECHNOLOGY INC
+$888.2K
20,169
-0%
增持
GUNR
FLEXSHARES TR
+$879.0K
184,566
+3%
增持
QUAL
ISHARES TR
+$866.9K
61,559
+1%
增持
DGRW
WISDOMTREE TR
+$860.6K
117,266
+3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$855.9K
608,053
-3%
建仓
COWG
PACER FDS TR
+$851.0K
23,445
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$829.8K
2,864
-42%
